> ## Documentation Index
> Fetch the complete documentation index at: https://docs.launchboard.xyz/llms.txt
> Use this file to discover all available pages before exploring further.

# Upload documents and extract cap table data

> Upload PDFs to the Dataroom and let AI automatically classify your documents and extract structured cap table fields ready for review.

When you upload a PDF to the Dataroom, Launchboard automatically classifies the document type and extracts the structured cap table fields it contains. The result is a set of structured data — investor names, investment amounts, share counts, vesting schedules — ready for you to review before it touches your cap table.

## Uploading a document

<Steps>
  <Step title="Open the Dataroom">
    Navigate to **Dataroom** in the sidebar. You'll see your document list and an upload area at the top of the page.
  </Step>

  <Step title="Drop your PDF">
    Drag a PDF file onto the upload area, or click **Upload** to open a file picker. You can upload multiple PDFs at once — Launchboard processes them in parallel.
  </Step>

  <Step title="Wait for classification">
    As soon as the upload is confirmed, Launchboard automatically classifies the document. The status badge changes from `DRAFT` to `PARSED` once classification and extraction are complete.
  </Step>

  <Step title="Review the extracted data">
    Click the document to open the **Inspector** panel. You'll see the fields the AI extracted, organized by category. Review them before merging to the cap table.
  </Step>
</Steps>

## What gets extracted by document type

Different document types produce different structured fields. Here's what Launchboard extracts from each:

### SAFE

| Field             | Description                                      |
| ----------------- | ------------------------------------------------ |
| Investor name     | The name of the investing party                  |
| Investment amount | The principal invested                           |
| Valuation cap     | The maximum valuation at which the SAFE converts |
| Discount rate     | The percentage discount applied at conversion    |
| MFN clause        | Whether a most-favored-nation clause is present  |

### Incorporation documents / Charter

| Field             | Description                                     |
| ----------------- | ----------------------------------------------- |
| Company name      | Legal name of the entity                        |
| Authorized shares | Total shares the company is authorized to issue |
| Par value         | Par value per share                             |
| Jurisdiction      | State or country of incorporation               |

### Board Consent

| Field             | Description                          |
| ----------------- | ------------------------------------ |
| Authorized action | The action approved by the board     |
| Signatories       | Names of the approving board members |
| Date              | Date of the resolution               |

### Stock Option Agreement

| Field            | Description                                          |
| ---------------- | ---------------------------------------------------- |
| Grantee          | The employee or service provider receiving the grant |
| Shares           | Number of options granted                            |
| Exercise price   | The price per share to exercise the option           |
| Vesting schedule | Cliff, duration, and vesting cadence                 |

## Bulk upload

You can drag multiple PDFs onto the upload area at once. Each document is classified and extracted independently. All uploaded documents appear in the Dataroom list where you can track each one's status.

## Ambient Drop Zone

You can also drag a PDF directly onto a form — such as the **Add Stakeholder** or **Add Share Class** form — without going through the Dataroom first. Launchboard extracts the relevant fields from the document and pre-populates the form. Highlighted fields indicate values filled by AI. Review them, adjust if needed, then submit.

## Document Intelligence Chat

If this feature is enabled on your account, you can open a chat interface directly on any document in the Dataroom and ask questions about its terms in plain language — for example, "What is the valuation cap?" or "Who are the signatories?" The chat uses the document's content as context.

<Note>
  AI extraction is a starting point, not a final answer. Always review extracted fields in the Inspector before merging data to your cap table. Extraction accuracy is high, but legal documents vary and a human review step protects you from edge cases.
</Note>